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210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-07-02 |
Branch Locations
210 Red Stone Hill Road Suite 5, Bristol, CT 06010 • United States
252 Spielman Highway Unit 1, Burlington, CT 06103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roberson Tierney & Assoc., Llc | New Hartford | CT | 04/2008 | Present |
| William Joseph Capital Management Llc | Bristol | CT | 09/2017 | Present |
1). Roberson, Tierney & Associates, LLC; New Hartford, CT. not investment-related. This agency sells health/life insurance, annuities, and Medicare health plans. Part owner since April 2008. Devotes 75% of time to this business. 2). AAA Retire, LLC. ; not investment-related. Educational and marketing only for insurance. No revenue or fees received. Started 2017. 3 hours per month, not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-02 |
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